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  • Customer 360 for Salesforce Spring 2018
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica Cloud Customer 360
  3. Creating or Searching Records for Salesforce Objects
  4. Managing Duplicate Records
  5. Consolidating Records
  6. Converting Leads
  7. Hierarchies
  8. Glossary

User Guide

User Guide

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Informatica Cloud Customer 360 Overview

Informatica Cloud Customer 360 (
CC360
) for Salesforce is a master data management application that runs on your Salesforce organization. You can add and maintain accurate verified contact data, eliminate duplicate records, consolidate records, and maintain relationships between records. You can consolidate and enrich data in the Salesforce account objects to get a complete view of each customer in Salesforce.
Verification of data ensures that you maintain accurate contact information for each customer.
CC360
 eliminates duplicate and incorrect data for opportunities, existing accounts, and contacts.
You can maintain the relationships between records and view, navigate, and manage the hierarchies from different sources and perspectives. You can get a detailed view of an organization and its subsidiaries. Use
CC360
 to maintain a comprehensive view of each customer.
CC360
 runs within a contained environment on your Salesforce organization. You can access the
CC360
 functionality through Visualforce pages that override the standard Salesforce screens. You can also access the
CC360
 functionality in Lightning Experience.
If you have MDM Multidomain Edition integrated into your organization, you can search for matching records in the MDM Hub data sources. If duplicate or matching records exist, you can import the records from the MDM Hub data sources into CC360.
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